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...Rob, OK, I’m short Ponzi, long pyramid. Do you have a long or a short for us? Robert ArmstrongWell, let me ask you a question. Is bitcoin a Ponzi or a pyramid? Or neither? Tim HarfordAh. Or neither....
...More than half a century later, in 1988, economists Robert Shiller and John Campbell investigated whether this approach could help predict aggregate stock market returns. They found that it could....
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...Meanwhile, email us: robert.armstrong@ft.com and ethan.wu@ft.com. Why aren’t earnings estimates higher? This is a robust economy....
...Rob, short or long? Robert ArmstrongI’m gonna continue the theme that Anna brought up. I’m long Brooklyn’s cherry blossoms. It’s almost that time of year....
...But these are long roads and I sense you are in a bit of a hurry. I don’t want to sound too cynical....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. The inflation narrative could flip fast Jay Powell is worried about inflation again....
...This is Long/Short, that part of the show where we go long a thing we love, short a thing we hate. Rob, are you long or short something?...
...Robert ArmstrongI’m gonna follow my controversial long cocoa position. Ethan WuBig Mo. Robert ArmstrongBig Mo. I said don’t mess with momentum....
...You tell us: robert.armstrong@ft.com and ethan.wu@ft.com. No, higher rates are not (very) inflationary Here’s a theory that’s been making the rounds....
...Robert ArmstrongJosh, I have a controversial long. I am going to go long reclining your seat in coach class on an airplane. Joshua OliverWow, this is controversial....
...The shipping industry had not yet come around to the idea that it would have to pay for sophisticated advice in the long term, he said....
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...Yields leapt across the curve, led by long-term yields, and the Nasdaq fell about 2 per cent. Curiously, though, the two-year yield was only up a smidgen. What is the long end trying to tell us?...
...The growing crisis at the company this month triggered a default at its parent firm, which has ricocheted down to hit securitised bonds at the operating companies that were long thought to be bulletproof...
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